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Sherry Richardson
Peggy Lo
Brad Malazdrewicz

Tel: 403-261-9521

Address
525 8th Avenue SW
Suite 1000
Calgary, AB
T2P 1G1
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Financial Planning

 

What Should You Expect from Us?

Beyond customized portfolio management – the inherent skill sets of asset allocation and balancing risk against reward – you can expect a comprehensive financial roadmap through ongoing, strategic and practical advice that’s rooted in experience, discipline, and an eye on your short- and long-term objectives.  


A Full Spectrum of Advice
 
Advice: Informed, ongoing guidance to keep you on track to achieve your financial goals
 
Wealth Management: Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)
 
Referrals: Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts
 
Discipline: Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing
 
Education: Information and resources to help you participate in – and maintain ownership of – your financial future
 
Meetings: Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.
 
Estate Planning: An effective action plan to ensure that your wishes are secured
 
Tax Planning: To ensure your financial plan is efficient, and your tax liability minimized
 
Goal-Setting: Clear consistent priorities, followed by regular monitoring, review and assessment

Risk Management: Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital
 
Insurance Consulting: Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)
 
Retirement Savings:  Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement
 
Education Savings: Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts
 
Banking: Consolidate your banking needs through a full spectrum of cash management and lending needs.
 
The right Investment strategies to meet your needs.


Contact me today for a discussion about whats important to you